Client Onboarding

Job Responsibilities

- Manage the full onboarding and account opening process for high-net-worth individuals, corporate, and family clients. This includes client admission, document verification, account setup, and service activation to ensure a smooth onboarding experience.
- Collect and verify client KYC/AML documents, identity proofs, asset records, and agreements. Complete compliance checks, document filing, and system entry in accordance with SFC of Hong Kong requirements.
- Coordinate with business, compliance, risk control, operations, and partner private bank teams to resolve issues during onboarding and track progress.
- Explain service offerings, asset management solutions, contract terms, trading rules, and compliance requirements to clients. Provide training and daily support to maintain high-net-worth client relationships.
- Maintain onboarding records, compliance files, and business data. Collect client feedback and propose process optimization solut...